| Asset Name | Description | Roles |
|---|---|---|
| What's New in Deltek PIM v23.0 - Video | This video discusses the feature enhancements for Deltek PIM v23.0. |
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| PIM Submittals - Infographic | Get to know the Submittal Review Process in Deltek PIM for North America.
Topics covered: |
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| Deltek PIM: Microsoft Edge Hybrid IE Mode - Infographic | This infographic contains an overview, pre-requisites, and technical details of PIM v22.0 running in Microsoft Edge - Hybrid IE mode. |
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| Deltek PIM Single Sign-On - Video | Set up the active directories that go with setting up an app registration for PIM v22.0 with an already configured Azure AD. |
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| What's New in Deltek PIM v22.0 - Video | This video discusses the feature enhancements for Deltek PIM v22.0. |
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| Deltek PIM Teamwork: Configuration and Setup for Administrators - Infographic | Configure Teamwork to enable third-party users to upload documents and drawings into PIM. Topics covered: |
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| Deltek PIM Teamwork: Team Evaluation - Video | In this course, we will look at using Team Evaluations to capture reviews and ratings for third-party organizations, contacts, and Projects.
Topics covered: |
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| Deltek PIM Teamwork: Managing Incoming Documents - Video | In this video, we will manage incoming Teamwork documents using Smart Superseder. We'll look at viewing documents uploaded via Teamwork and publishing them into their respective Document Pools. Topics covered: |
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| Deltek PIM Document Management: Using Smart Superseder - Video | This course will look at simplifying the process of publishing third-party documents and drawings using the Smart Superseder feature within PIM. Topics covered: |
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| PIM Document Management Series: Document Publishing Wizard - Learning Video | Duration: 3m51s |
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| Deltek PIM: Self Upgrade Process - Self Paced Learning | This course guides you through the process of allowing you to Upgrade your Deltek PIM System. Topics covered: |
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| PIM Core Cross-Browser Coverage - Infographic | This guide demonstrates the current progress of cross-browser coverage. |
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| PIM Project Accounting: Cross Browser Experience - Infographic | This guide demonstrates Project Accounting’s cross-browser state currently, as we continue to modernize the remaining key features of the Project Accounting module in our future releases. |
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| PIM Cross-Browser Progress & Microsoft Edge - Infographic | This guide demonstrates the current progress of cross-browser coverage. |
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| PIM Document Administration - Self Paced Learning | Duration: 30m This course is aimed at helping you configure and maintain your Documents and Document Pools held in Deltek PIM. Throughout this course, we will look at creating document pools, assigning relevant security and other information such as attributes. We will also look at the removal of documents from PIM using the export feature. Topics covered: Introduction Document Pool Creation and Updating Document Archive Managing File Extensions |
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| PIM User Administration - Self Paced Learning | Duration: 30m This course is aimed at helping you configure and maintain your User Administration in Deltek PIM. Throughout this course, we will look at the different license types available, configuring user access and removing access when it is no longer required. Topics covered: Introduction User Administration Licenses User Roles |
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| PIM Email Management - Self Paced Learning | Duration: 30m This course can help you learn how to use the Outlook Add-In along with Deltek PIM to store sent and received emails. Topics covered: Introduction and Overview Publishing Emails with and Without Attachments Adding Documents Stored in PIM to Emails Searching for Emails |
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| PIM Document Management - Self Paced Learning | Duration: 30m This course can help you learn how to use the Document Management System in Deltek PIM. Topics covered: Introduction and Navigation LFM and UDC Overview Viewing Documents Publishing Documents Edit Document Properties Clone, Replace and Send to Recycle Pool Baskets Sharing Documents Document Markup |
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| PIM Project and Enquiry Management - Self Paced Learning | Duration: 30m This course will go through Project and Enquiry Management in Deltek PIM. You will learn how to manage your Project or Enquiry from setting up your project, ensuring you have correct team members assigned, the correct details associated, milestones assigned and ready to use, and how to make use of searches for reporting purposes. Topics covered: Introduction and Overview Project Creation Methods Managing a Project Milestones Using the Project Search and Reporting |
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| PIM Fundamentals and Getting Started - Self Paced Learning | Duration: 30m This course is designed to give you an overview of Deltek PIM to get you started with the basics. We have included an introduction to Deltek PIM and the benefits on what PIM can do for you. Topics covered: PIM Overview Introduction and Navigation Configuring the Personal Zone Searching Add, Edit, and Delete Records Publishing Documents and Emails Viewing Documents and Emails Checking out Documents and Editing |
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| PIM Project Accounting: Ledger Connector Integrations - Self Paced Learning | Duration: 20m Export sales to your Ledger System using Deltek PIM. Topics covered: Sales Document Export to Ledger System Expense Export to Ledger System Purchase Invoice Export to Ledger System |
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| PIM Document Management Series: Implementing Universal Document Control - Self Paced Learning | Duration 30m Universal Document Control (UDC) connects network folders into Deltek PIM, providing a holistic view of all project documents, drawings, and other project-related files making it easier to find files managed outside of Deltek PIM. This course takes you through implementing Universal Document Control for your PIM System. |
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| PIM Document Management Series: Document Coding Schemes - Infographic | Duration 5m Read This document is designed to help you create and implement Document Coding Schemes to allow reference information to document titles when documents are created or published to the PIM DMS. |
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| PIM Project Accounting Series: Sage Business Cloud - Quick Reference Guide | Duration: 10m read This guide contains the overview, benefits, and limitations to the new PIM ledger connector for the new Sage Business Cloud Accounting solution. Topics covered: Benefits to Clients Limitations Functional Overview Day to Day Operations How to Proceed |
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| PIM Contract Management - Learning Video | Duration: 25m Learn how to use Contract Management within Deltek PIM. Topics covered: Contract Management Overview and Interface - 5m41s Create a new Request for Information (RFI) - 3m14s Approve and Send an RFI - 3m02s Receive and Respond to an RFI - 3m20s Review RFI Response and Request Further Information - 3m39s Reporting - 2m56s Other Supported Types - 5m05s |
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| PIM Contract Management - Learning Video | Duration: 25m Learn how to use Contract Management within Deltek PIM. Topics covered: Contract Management Overview and Interface - 5m41s Create a new Request for Information (RFI) - 3m14s Approve and Send an RFI - 3m02s Receive and Respond to an RFI - 3m20s Review RFI Response and Request Further Information - 3m39s Reporting - 2m56s Other Supported Types - 5m05s |
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| PIM Sub Contractor Tendering - Learning Video | Duration: 20m Learn how to use the Sub Contractor Tendering module within Deltek PIM. Topics covered: Add a Workpackage - 4m06s Linking Documents and Organisations to a Workpackage - 4m24s Sending Tenders - 2m41s Revise a Workpackage - 2m36s Managing the Tender Process - 5m41s |
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| PIM Sub Contractor Tendering - Learning Video | Duration: 20m Learn how to use the Sub Contractor Tendering module within Deltek PIM. Topics covered: Add a Workpackage - 4m06s Linking Documents and Organisations to a Workpackage - 4m24s Sending Tenders - 2m41s Revise a Workpackage - 2m36s Managing the Tender Process - 5m41s |
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| PIM Business Intelligence Set Up - Learning Video | Duration: 15m Learn how to create reports using Business Intelligence (BI). Topics covered: Introduction to Business Intelligence - 2m07s Creating a Report - 6m14s Creating a Dashboard - 4m45s |
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| PIM Business Intelligence Set Up - Learning Video | Duration: 15m Learn how to create reports using Business Intelligence (BI). Topics covered: Introduction to Business Intelligence - 2m07s Creating a Report - 6m14s Creating a Dashboard - 4m45s |
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| PIM Document Management Series: Local File Management Overview - Learning Video | Duration: 14min video |
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| PIM Email Management Quick Start Series: Fundamentals (v2017.7 onwards) - Clickguide | Duration: 10m Read Learn how to utilize the features and functionalities within Deltek PIM Email Management. Topics covered: PIM Zones Personal Zone Activity Zone Records |
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| PIM Email Management Quick Start Series: Fundamentals (v2017.7 onwards) - Clickguide | Duration: 10m Read Learn how to utilize the features and functionalities within Deltek PIM Email Management. Topics covered: PIM Zones Personal Zone Activity Zone Records |
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| PIM Email Management Quick Start Series: Fundamentals (v2017.7 onwards) - Clickguide | Duration: 10m Read Learn how to utilize the features and functionalities within Deltek PIM Email Management. Topics covered: PIM Zones Personal Zone Activity Zone Records |
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| PIM Document Lifecycle Manager: Revit and AutoCAD Integrations (v20.0 onwards) - eLearning | Duration: 20m Learn how to integrate Revit and AutoCAD to link documents into Deltek PIM. You will be able to add information from Revit into PIM, along with creating PDF/DWG renditions and assign those renditions into the Document Lifecycle Manager from Revit. Topics covered: AutoCAD DLM Integration - 5m16s Revit Basic Features - 7m34s Revit Advanced Features - 5m14s |
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| PIM Document Lifecycle Manager: Revit and AutoCAD Integrations (v20.0 onwards) - eLearning | Duration: 20m Learn how to integrate Revit and AutoCAD to link documents into Deltek PIM. You will be able to add information from Revit into PIM, along with creating PDF/DWG renditions and assign those renditions into the Document Lifecycle Manager from Revit. Topics covered: AutoCAD DLM Integration - 5m16s Revit Basic Features - 7m34s Revit Advanced Features - 5m14s |
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| PIM Fundamentals Supersede & Reinstate a Contact - Infographic | This covers how to supersede (archive) a contact record when that person has left the organisation. If they return then you can reinstate them at any time. [Keywords and Related Topics: 2016, 2017, pim, union square, workspace, fundamentals, contact, organisation, left on, add external contact wizard] |
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| PIM Document Management Series: How to Search for Emails in the DMS (v2017) - Infographic | This covers the most effective route to finding published Emails quickly and using the Document Management System. Duration: Self-Paced. This is part of the PIM Document Management Series. Prerequisites: PIM Fundamentals (v2016) or (v2017). [Keywords and Related Topics: 2016, 2017, print out, cheat sheet, quick reference, union square, workspace, dms, document management system, working files, how to find emails, information zone, search emails] |
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| PIM Campaigns HTML Templates Tips (v2017) - Infographic | Duration: 5m read Learn how to manage Period End within your Deltek Maconomy Power Launch system including closing the year, progress evaluation and WIP evaluations. Topics covered: Finding Campaigns Sending a Campaign Using HTML Templates Campaign recipients |
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| PIM Document Management (v2017) - Self-Paced Learning | Duration: 1h Learn how to use the Document Management System, from finding documents, publishing and editing documents and emails. Topics covered: Document Management useful terminology - 1m read Navigating the DMS - 2m29s View Document Details pane - 3m13s Search Document Pools - 1m57s Search Suggestions - 2m10s Text Searching and the Search Builder - 3m44s Change DMS views - 2m12s View Documents and editing document properties - 4m26s Using Working Files, saving a new document and adding an existing document via Working Files - 6m57s Publishing multiple documents and bulk editing documents - 10m24s Publishing large files - 1m22s Creating documents from template - 4m10s Edit, clone and replace a document - 8m49s Sending documents to the recycle pool - 1m52s |
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| PIM Document Management (v2017) - Self-Paced Learning | Duration: 1h Learn how to use the Document Management System, from finding documents, publishing and editing documents and emails. Topics covered: Document Management useful terminology - 1m read Navigating the DMS - 2m29s View Document Details pane - 3m13s Search Document Pools - 1m57s Search Suggestions - 2m10s Text Searching and the Search Builder - 3m44s Change DMS views - 2m12s View Documents and editing document properties - 4m26s Using Working Files, saving a new document and adding an existing document via Working Files - 6m57s Publishing multiple documents and bulk editing documents - 10m24s Publishing large files - 1m22s Creating documents from template - 4m10s Edit, clone and replace a document - 8m49s Sending documents to the recycle pool - 1m52s |
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| PIM Template Set up (v2017) - Self-Paced Learning | Duration: 15m Learn how to set up templates in MS Word to be saved into the Document Management System. Topics covered: DocX Template Set up Preperation - 2m53s Create a DocX Template - 5m11s Publish and Test your DocX Template - 5m32s Turning on the Developer Tab in MS Word - 1m read Adding the Repeat Tag to a DocX Template - 1m read Additional Resources: Sample DocX Template with Repeat Tag |
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| PIM Template Set up (v2017) - Self-Paced Learning | Duration: 15m Learn how to set up templates in MS Word to be saved into the Document Management System. Topics covered: DocX Template Set up Preperation - 2m53s Create a DocX Template - 5m11s Publish and Test your DocX Template - 5m32s Turning on the Developer Tab in MS Word - 1m read Adding the Repeat Tag to a DocX Template - 1m read Additional Resources: Sample DocX Template with Repeat Tag |
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| PIM Document Management (v19.0 onwards) - Self-Paced Learning | Duration: 1h Learn how to use the Document Management System, from finding documents, publishing and editing documents and emails. Topics covered: Document Management useful terminology - 1m read Navigating the DMS - 2m29s View Document Details pane - 3m13s Search Document Pools - 1m57s Search Suggestions - 2m10s Text Searching and the Search Builder - 3m44s Change DMS views - 2m12s View Documents and editing document properties - 4m26s Using Working Files, saving a new document and adding an existing document via Working Files - 6m57s Publishing multiple documents and bulk editing documents - 10m24s Publishing large files - 1m22s Creating documents from template - 4m10s Edit, clone and replace a document - 8m49s Sending documents to the recycle pool - 1m52s |
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| PIM Document Management (v19.0 onwards) - Self-Paced Learning | Duration: 1h Learn how to use the Document Management System, from finding documents, publishing and editing documents and emails. Topics covered: Document Management useful terminology - 1m read Navigating the DMS - 2m29s View Document Details pane - 3m13s Search Document Pools - 1m57s Search Suggestions - 2m10s Text Searching and the Search Builder - 3m44s Change DMS views - 2m12s View Documents and editing document properties - 4m26s Using Working Files, saving a new document and adding an existing document via Working Files - 6m57s Publishing multiple documents and bulk editing documents - 10m24s Publishing large files - 1m22s Creating documents from template - 4m10s Edit, clone and replace a document - 8m49s Sending documents to the recycle pool - 1m52s |
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| PIM Absence Administration v20.0 - Self-Paced Learning | Duration: 15m Learn how to administer Absence for Deltek PIM. Topics covered: Configuring Working Week Schemes - 2m01s Setting Up Absence Entitlement for a New Employee - 1m32s Create Base Entitlement for the Following Year - 1m56s Carry Over Entitlement to Next Year - 1m19s Set Up Public Holidays - 2m43s Review Questions - 2m |
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| PIM Absence Administration v20.0 - Self-Paced Learning | Duration: 15m Learn how to administer Absence for Deltek PIM. Topics covered: Configuring Working Week Schemes - 2m01s Setting Up Absence Entitlement for a New Employee - 1m32s Create Base Entitlement for the Following Year - 1m56s Carry Over Entitlement to Next Year - 1m19s Set Up Public Holidays - 2m43s Review Questions - 2m |
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| Deltek PIM Online Help | Duration: 2h Read The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface. Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns. The help system provides the following types of topics: Procedures Field Descriptions Concepts Overviews |
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| Deltek PIM Online Help | Duration: 2h Read The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface. Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns. The help system provides the following types of topics: Procedures Field Descriptions Concepts Overviews |
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| PIM Time and Expense (v2017 onwards) - Self-Paced Learning | Duration: 45m Learn how to use the Timesheet Dashpart, add time and expenses to your timesheet in pim and make the most of the PIM Mobile Timesheet apps. Topics covered: Timesheet Dashpart Overview - 3m16s Add Time - 4m31s Optional Add Time Tools - 2m25s Enter Expenses - 2m08s Linking Electronic Receipts - 2m03s Mobile Timesheets and Expenses for iOS - 11m33s Mobile Timesheets and Expenses for Android - 19m24s |
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| PIM Time and Expense (v2017 onwards) - Self-Paced Learning | Duration: 45m Learn how to use the Timesheet Dashpart, add time and expenses to your timesheet in pim and make the most of the PIM Mobile Timesheet apps. Topics covered: Timesheet Dashpart Overview - 3m16s Add Time - 4m31s Optional Add Time Tools - 2m25s Enter Expenses - 2m08s Linking Electronic Receipts - 2m03s Mobile Timesheets and Expenses for iOS - 11m33s Mobile Timesheets and Expenses for Android - 19m24s |
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| PIM Search PIM Emails in Outlook (v2016 & 2017) - Infographic | Duration: 5m read Learn how to effectively search for Emails within Outlook. Topics covered: Linking to a record Finding Emails Filtering Text Searching |
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| PIM Outlook Add In (v2017) - Self-Paced Learning | Duration: 30m Learn how to use the Outlook Add-In to save Emails (both sent and received) into PIM. Topics covered: Send an email without Publishing - 58s Send an Email & Publish - 3m44s Send an Email with Attachments & Publish - 5m14s Publish Received Emails without Attachments - 5m14s Publish Received Emails with Attachments - 1m41s Working Offline - 3m12s Search for Published Emails in outlook - 6m59s Search for PIM Emails in Outlook - 1m Read Sync Contacts with Outlook - 1m Read Setup & Publish Mobile Emails - 1m Read |
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| PIM Outlook Add In (v2017) - Self-Paced Learning | Duration: 30m Learn how to use the Outlook Add-In to save Emails (both sent and received) into PIM. Topics covered: Send an email without Publishing - 58s Send an Email & Publish - 3m44s Send an Email with Attachments & Publish - 5m14s Publish Received Emails without Attachments - 5m14s Publish Received Emails with Attachments - 1m41s Working Offline - 3m12s Search for Published Emails in outlook - 6m59s Search for PIM Emails in Outlook - 1m Read Sync Contacts with Outlook - 1m Read Setup & Publish Mobile Emails - 1m Read |
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| PIM Document Management System: Smart View v20.0 - Self-Paced Learning | Duration: 15m Learn how to use the Document Management System Smart View Features. Topics covered: Smart View Information - 5m Using and Navigating the DMS Smart View - 3m09s Sharing Documents - 2m15s Bulk Edit and Using Baskets - 1m30s Checkout and Publish Documents - 2m8s Review Questions - 2m |
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| PIM Document Management System: Smart View v20.0 - Self-Paced Learning | Duration: 15m Learn how to use the Document Management System Smart View Features. Topics covered: Smart View Information - 5m Using and Navigating the DMS Smart View - 3m09s Sharing Documents - 2m15s Bulk Edit and Using Baskets - 1m30s Checkout and Publish Documents - 2m8s Review Questions - 2m |
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| PIM Baskets - Functional Reference Guide | Duration: 30m Read Learn how to use the baskets feature within Deltek PIM. Topics covered: What are Baskets Baskets in Standard DMS Baskets in SMART DMS |
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| PIM Subscriptions - Functional Reference Guide | Duration: 20m Read Learn about the Document and Document Pool Subscriptions feature within Deltek PIM. Topics covered: What are Subscriptions Types of Document Subscriptions Subscriptions Dashpart |
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| PIM Actions - Functional Reference Guide | Duration: 30m Read Learn about the Actions feature within Deltek PIM. Topics covered: What are Actions Actions tab on Entity Records Actions Dashpart Actions for Documents |
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| PIM Finance Series: Invoice Approvals - Infographic | You can use this guide to learn how to configure Invoice Approvals within your Deltek PIM System from creating the approval route, stage and team to applying the approval routes. [Keywords and Related Searches - print out, cheat sheet, quick reference, admin, project accounting, finance, timesheet, invoicing, credit, project, accounting, pa] |
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| PIM Outlook Add-In Smart Publishing v20.0 - Self-Paced Learning | Duration: 10m Learn how to use the Outlook Add-In Smart Publishing features. Topics covered: Smart Publishing - 2m8s Smart Publishing with Attachments - 1m23s Smart Publishing using Multiple Locations - 1m14s |
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| PIM Outlook Add-In Smart Publishing v20.0 - Self-Paced Learning | Duration: 10m Learn how to use the Outlook Add-In Smart Publishing features. Topics covered: Smart Publishing - 2m8s Smart Publishing with Attachments - 1m23s Smart Publishing using Multiple Locations - 1m14s |
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| PIM Integration Content - Portal | Duration: 2h If you are a Deltek Vantagepoint, Ajera, or Vision client and have an integration with Deltek PIM, this content will give you the baseline knowledge to help you get started. Topics covered: Fundamentals Working with Projects and Enquiries Document Management System (DMS) Outlook Add-In |
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| PIM Integration Content - Portal | Duration: 2h If you are a Deltek Vantagepoint, Ajera, or Vision client and have an integration with Deltek PIM, this content will give you the baseline knowledge to help you get started. Topics covered: Fundamentals Working with Projects and Enquiries Document Management System (DMS) Outlook Add-In |
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| PIM Document Management Series: How to Check in a Document to the DMS using Smart View - Infographic | This covers the most effective route to finding published documents quickly and easily in the Document Management System using Smart View. This is part of the PIM Document Management Series. Prerequisite: PIM Fundamentals (v2016) or (v2017). [Keywords and Related Topics: print out, cheat sheet, quick reference, 2016, 2017, union square, usq, workspace, dms, working files, information zone, how to find documents in the dms, search documents, filter by text searching] |
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| PIM Document Management Series: How to Check out a Document to the DMS using Smart View - Infographic | Use this guide as a reminder on how to check out a document from the Document Management System using Smart View, recognize when a Document has been checked out, and by who. Prerequisite: PIM Document Management (v2017). [Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, workspace, 2017, dms, edit a document] |
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| PIM Document Management Series: How to Search for Documents in the DMS using Smart View - Infographic | Use this guide as a reminder on how to check in individual documents to the Document Management System using Smart View. Prerequisite: PIM Document Management (v2017). [Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, 2017, dms, working files, publish, save, upload a document] |
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| PIM Security and Administration - Quick Reference Guide | Duration: 11m read Learn to utilize the Security and Administration features and functions within PIM. Topics covered: Creating a PIM User - 2m read Creating a Test User - 2m read Supersede & Reinstate a Contact - 2m read Merge and Delete Contact Records - 2m read Merge and Delete Organization Records - 2m read Configure Third Party Access - 1m read |
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| PIM Document Management - Quick Reference Guide | Duration: 12m read Learn to utilize the Document Management System features and functions within PIM. The Document Management System may also be known as the Information Zone within your PIM System. Topics covered: How to Search for Documents in the DMS - 3m read How to Search for Documents in the DMS using Smart View - 3m read How to Search for Emails in the DMS - 1m read How to Check out a Document from the DMS - 1m read How to Check out a Document from the DMS using Smart View - 1m read How to Check in a Document to the DMS - 1m read How to Check in a Document to the DMS using Smart View - 1m read How to Use the Bulk Edit Features in the DMS - 1m read |
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| PIM Getting Started - Quick Reference Guide | Duration: 8m read Learn to utilize the basics of PIM features and functions as well as some of the useful terminology. Topics covered: Fundamentals Jargon Buster - 1m read Document Management Jargon Buster - 1m read Common Dashparts - 3m read Activity Zone Search Tips - 3m read |
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| PIM Document Lifecycle Manager - Quick Reference Guide | Duration: 10m read Learn to utilize the Document Lifecycle Manager (also referred to as DLM) features and functions as well as some of the useful terminology. Topics covered: Document Lifecycle Manager Jargon Buster - 1m read Use DLM Activity Zone Searches - 1m read Placeholder Creation Methods - 3m read Create a Register - 2m read View Full Register Report - 1m read View Historical Register of Issues - 2m read |
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| PIM Document Lifecycle Manager Administration - Quick Reference Guide | Duration: 6m read Learn to utilize the Document Lifecycle Manager (DLM and DCS) Security and Administration features and functions within PIM. Topics covered: DLM Management Settings - 3m read DLM Configuration Settings - 1m read DCS Configuration & Management Settings - 2m read |
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| PIM Custom Form Builder - Quick Reference Guide | Duration: 5m read Learn to utilize the Custom Form Builder features and functions within PIM including useful terminology. Topics covered: Custom Form Builder Glossary - 2m read Customizing your Document Output Template - 2m read What Happens when your Forms are Deployed - 1m read |
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| PIM Mobile Email Configuration - Quick Reference Guide | Duration: 3m read Learn to configure the use Mobile Emails and Contacts to work with PIM. Topics covered: Set up and Publish Mobile Emails - 1m read Sync Outlook with Contacts - 2m read |
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| PIM Timesheets and Absence Approval Configuration - Quick Reference Guide | Duration: 11m read Learn to utilize approvals for Timesheets, Expenses and Absence within PIM. Topics covered: Timesheet Approvals - 3m read Absence Approvals - 4m read Absence Email Notifications - 4m read |
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| PIM Finance Approval Configuration - Quick Reference Guide | Duration: 6m read Learn to utilize approvals for invoicing and purchase orders within PIM. Topics covered: Purchase Order Approvals - 3m read Invoice Approvals - 3m read |
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| PIM Absence Entitlement Carryover - Quick Reference Guide | Duration: 7m read Learn to configure absence entitlement for the upcoming year within PIM. Topics covered: Next Year with No Carry Over - 2m read Next Year with Carry Over - 3m read Carry Over Only - 2m read |
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| PIM Performance Ratings - Quick Reference Guide | Duration: 4m read Learn to utilize the Performance Ratings features and functions within PIM. Topics covered: How to View Ratings - 2m read How to Enter Ratings - 2m read |
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| PIM Time and Expense Administration - Quick Reference Guide | Duration: 10m read Learn to utilize the Time and Expense Administration features and functions within PIM. Topics covered: Timesheet Period Admin - 3m read Timesheet User Set Up - 3m read Timesheet Admin - 2m read Transaction Utility and Re-rate Lines - 2m read |
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| PIM Templates - Quick Reference Guide | Duration: 2m read Learn to utilize the Templates features and functions within PIM. Topics covered: Turning on the Developer Tab in MS Word - 1m read Adding the Repeat Tag to a DocX Template - 1m read |
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| PIM Project Accounting - Quick Reference Guide | Duration: 10m read Learn to utilize Project Accounting features and functions within PIM. Topics covered: How to Correct an Invoice - 3m read How to Resolve Missing Time when Invoicing - 3m read How to use the Invoice, Costs and Profits Chart - 2m read How to use the Fee from Resource Feature - 2m read |
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| PIM Mobile Working - Quick Reference Guide | Duration: 4m read Learn to utilize the Mobile Working features and functions within PIM. Topics covered: How to Extract Location Data from IFC Files - 1m read How to Sync your Device - 1m read Set-up Process for Projects & Enquiries - 2m read |
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| PIM Document Management Series: Local File Management - Clickguide | Duration: 20m Read Set up and use Local File Management. Topics covered: Local File Management Interface System Tray How to find out if you're using LFM Enable LFM Publishing Documents File Progress |
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| PIM Document Management Series: Universal Document Control - Clickguide | Duration: 20m Read Set up and use Universal Document Control (UDC) to manage documents on network shares. Topics covered: UDC Interface Managed Documents Unmanaged Documents Excluded Documents Configuring UDC Using Unmanaged Documents |
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| PIM Configuring Document Viewer with PDFTron (v20.1) - Infographic | Duration: 3m read Learn how to configure PDFTron for viewing and marking-up documents in Deltek PIM. Topics covered: Supported File Types Configuring Document Viewer Configuring Custom Stamps |
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| PIM Using Document Viewer with PDFTron (v20.1) - Infographic | Duration: 5m read Learn how to use the PDFTron Document Viewer for viewing and marking-up documents, drawings and other file types in Deltek PIM. Topics covered: Adding a review and markup How to know if a Document has markup Document viewer and DLM Approvals |
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| PIM System Administration Series: Configuring Users - Learning Video | Duration: 10m Learn how to configure new PIM users, assign licenses and manage users who have left your business. Topics covered: Types of Licenses Creating a new user Removing a license Superseding a Contact |
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| PIM System Administration Series: Configuring Document Pools - Learning Video | Duration: 10m Learn how to configure Document Pool security for your PIM System. Topics covered: Creating a Document Pool Editing a Document Pool Types of Security Assigning Security Adding Requirements |
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| PIM System Administration Series: Using the Admin Zone - Clickguide | The new Admin zone makes it easy for administrators to navigate through the system. Topics covered: Admin Zone Interface User Account Creation Document Pool Security Menu Items Explained |
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| PIM Project Accounting Series: Project Set Up - Self Paced Learning | Duration: 15m Learn how to configure a Project for use with Project Accounting in Deltek PIM. Topics covered: Key Field Configuration - 1m29s Advanced Field Configuration - 3m39s Workstages - 3m06s Variations - 1m54s |
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| PIM Project Accounting Series: Admin and Adjustments - Self Paced Learning | Duration: 15m Learn how to correct any values calculated against incorrect rates, and move finance lines from one Project Workstage to another. Topics covered: Re-rate Existing Finance Lines - 1m29s Move Finance Lines - 1m35s Change Transaction Grade to Contact Grade - 1m21s Variations - 1m54s |
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| PIM Email Management Quick Start Series: Document Management (v2017.7 onwards) - Clickguide | Duration: 10m Read Learn how to utilize the Email Management features and functionalities within Deltek PIM Email Management. Topics covered: Interface Email's Tab Views Filters Search Baskets |
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| PIM Email Management Quick Start Series: Document Management (v2017.7 onwards) - Clickguide | Duration: 10m Read Learn how to utilize the Email Management features and functionalities within Deltek PIM Email Management. Topics covered: Interface Email's Tab Views Filters Search Baskets |
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| PIM Email Management Quick Start Series: Document Management (v2017.7 onwards) - Clickguide | Duration: 10m Read Learn how to utilize the Email Management features and functionalities within Deltek PIM Email Management. Topics covered: Interface Email's Tab Views Filters Search Baskets |
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| PIM Email Management Quick Start Series: Outlook Add In (v2017.7 onwards) - Self-Paced Learning | Duration: 20m Learn how to use the Outlook Add-In to save Emails (both sent and received) into PIM. Topics covered: Send an email without Publishing - 58s Send an Email & Publish - 3m44s Publish Received Emails - 5m14s Working Offline - 3m12s Search for Published Emails in outlook - 6m59s Setup & Publish Mobile Emails - 1m Read |
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| PIM Email Management Quick Start Series: Outlook Add In (v2017.7 onwards) - Self-Paced Learning | Duration: 20m Learn how to use the Outlook Add-In to save Emails (both sent and received) into PIM. Topics covered: Send an email without Publishing - 58s Send an Email & Publish - 3m44s Publish Received Emails - 5m14s Working Offline - 3m12s Search for Published Emails in outlook - 6m59s Setup & Publish Mobile Emails - 1m Read |
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| PIM Marketing Campaigns - Functional Reference Guide | Duration: 40m Read Learn how to use the Campaigns feature within Deltek PIM. Topics covered: Create and Edit a Campaign Campaign contacts Campaign Emails Update Actions |
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| What's New in Deltek PIM v21.0 - Clickguide | Duration: 1h Read Learn about the new features within Deltek PIM. Releases covered: v21.0 v20.1 v20.0 v19.2 v19.1 v19.0 v18.3 v2017 |
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| PIM Training Planning - Portal | This portal provides help for you to plan your training matrix for your organisation as well as Introduce PIM to new users as part of your implementation. Topics covered: PIM Training Matrix (v2017) PIM Training Matrix (v2016) PIM Training Matrix (v2015) PIM Introduction Presentation PIM Champions Presentation Group Session Checklist & Attendance Sheet |
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| PIM Training Planning - Portal | This portal provides help for you to plan your training matrix for your organisation as well as Introduce PIM to new users as part of your implementation. Topics covered: PIM Training Matrix (v2017) PIM Training Matrix (v2016) PIM Training Matrix (v2015) PIM Introduction Presentation PIM Champions Presentation Group Session Checklist & Attendance Sheet |
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| PIM Mobile Working (v20.1) - Portal | Duration: 1h 10m Learn how to use the PIM Mobile working app and the corresponding bands and features within the PIM Web Browser. Topics covered: Mobile Live Browsing Progress Photos Logging Observations, Site Visits, and Work Inspections Logging Trade and Client defects Closing Defects Using the Site Visit and Work Inspections Bands |
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| PIM Mobile Working (v20.1) - Portal | Duration: 1h 10m Learn how to use the PIM Mobile working app and the corresponding bands and features within the PIM Web Browser. Topics covered: Mobile Live Browsing Progress Photos Logging Observations, Site Visits, and Work Inspections Logging Trade and Client defects Closing Defects Using the Site Visit and Work Inspections Bands |
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| PIM Mobile Working Custom Form Builder (v20.1) - Portal | Duration: 40m Learn how to use the PIM Mobile Working custom Form Builder features. Topics covered: Creating forms Completing form settings Preparing a form for issuing to your business Using your form Getting data from your forms |
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| PIM Mobile Working Custom Form Builder (v20.1) - Portal | Duration: 40m Learn how to use the PIM Mobile Working custom Form Builder features. Topics covered: Creating forms Completing form settings Preparing a form for issuing to your business Using your form Getting data from your forms |
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| PIM Fundamentals: Getting Started (v2017 onwards) - Self-Paced Learning | Duration: 25m Learn about how to get started with Deltek PIM, including learning about Zones, Dashparts and using records. Topics covered: Fundamentals Terminology - 1m read Introduction & Navigation - 4m05s Configuring the Personal Zone - 2m23s Find & Search Records - 5m18s Add & Edit Organisations - 2m46s Create Organisation Structures - 2m55s Add & Edit a Contact - 3m33s Common Dashparts - 1m read Supersede & Reinstate a Contact - 1m read |
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| PIM Fundamentals: Getting Started (v2017 onwards) - Self-Paced Learning | Duration: 25m Learn about how to get started with Deltek PIM, including learning about Zones, Dashparts and using records. Topics covered: Fundamentals Terminology - 1m read Introduction & Navigation - 4m05s Configuring the Personal Zone - 2m23s Find & Search Records - 5m18s Add & Edit Organisations - 2m46s Create Organisation Structures - 2m55s Add & Edit a Contact - 3m33s Common Dashparts - 1m read Supersede & Reinstate a Contact - 1m read |
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| PIM Fundamentals Series: Working with Enquiries (v2017 onwards) - Self-Paced Learning | Duration: 20m Learn how to set up Enquiries, add contacts and organisations and convert an Enquiry to a project. Topics covered: Setting up an Enquiry - 3m17s Adding External Contacts and Organisations - 4m43s Working with Enquiries - 5m Using the Enquiry Search - 3m29s Try it yourself - 5m |
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| PIM Fundamentals Series: Working with Enquiries (v2017 onwards) - Self-Paced Learning | Duration: 20m Learn how to set up Enquiries, add contacts and organisations and convert an Enquiry to a project. Topics covered: Setting up an Enquiry - 3m17s Adding External Contacts and Organisations - 4m43s Working with Enquiries - 5m Using the Enquiry Search - 3m29s Try it yourself - 5m |
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| PIM Fundamentals Series: Working with Projects (v2017 onwards) - Self-Paced Learning | Duration: 50m Set up Projects, add Contacts and Organisations and use the Project Search. Topics covered: Project Creation Methods - 1m02s Setting up a Project - 3m57s Adding External Organisations and Contacts - 5m09s Working with the Project - 5m44s Using the Project Search - 5m33s Try it yourself - 5m |
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| PIM Fundamentals Series: Working with Projects (v2017 onwards) - Self-Paced Learning | Duration: 50m Set up Projects, add Contacts and Organisations and use the Project Search. Topics covered: Project Creation Methods - 1m02s Setting up a Project - 3m57s Adding External Organisations and Contacts - 5m09s Working with the Project - 5m44s Using the Project Search - 5m33s Try it yourself - 5m |
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| PIM Absence (v2017 - v19.2) - Self-Paced Learning | Duration: 1hr Learn about the People Planner Resource Management feature within Maconomy including how to navigate the system, how to configure the grid to your preferences as well as adding any additional new columns for further information. Topics covered: Introduction to Absence - 2m26s Book Absence Using Daily Entitlement - 4m07s View Absence via the Dashpart and Matrix - 4m47s Book Absence using Hourly Entitlement - 4m08s View Absence via the Dashpart and Matrix - 4m47s Approve, Reject and Delegate Absence Requests - 4m08s |
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| PIM Absence (v2017 - v19.2) - Self-Paced Learning | Duration: 1hr Learn about the People Planner Resource Management feature within Maconomy including how to navigate the system, how to configure the grid to your preferences as well as adding any additional new columns for further information. Topics covered: Introduction to Absence - 2m26s Book Absence Using Daily Entitlement - 4m07s View Absence via the Dashpart and Matrix - 4m47s Book Absence using Hourly Entitlement - 4m08s View Absence via the Dashpart and Matrix - 4m47s Approve, Reject and Delegate Absence Requests - 4m08s |
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| PIM Absence Administration (v2017-v19.2) - Self-Paced Learning | Duration: 1h Learn how to administer Absence for Deltek PIM. Topics covered: Configuring Working Week Schemes - 4m53s Setting up Approval Routes - 6m33s Setting up Notification Groups - 8m20s Setting up Absence Entitlements for a New Employee - 8m06s Create Base Entitlement for the Following Year - 7m27s Carry Over Entitlement To Next Year - 6m27s Absence Administration Tools FAQs - 8m30s Handling Lieu Time Entitlement - 10m22s |
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| PIM Absence Administration (v2017-v19.2) - Self-Paced Learning | Duration: 1h Learn how to administer Absence for Deltek PIM. Topics covered: Configuring Working Week Schemes - 4m53s Setting up Approval Routes - 6m33s Setting up Notification Groups - 8m20s Setting up Absence Entitlements for a New Employee - 8m06s Create Base Entitlement for the Following Year - 7m27s Carry Over Entitlement To Next Year - 6m27s Absence Administration Tools FAQs - 8m30s Handling Lieu Time Entitlement - 10m22s |
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| PIM Document Lifecycle Manager (v2017 onwards) - Self-Paced Learning | Duration: 1h Learn how to use the Document Lifecycle Manager (DLM) features and functionality within Deltek PIM. Topics covered: Introduction and Terminology - 6m42s Add Internal Documents and Drawings - 12m51s Receive External Documents and Drawings - 12m12s Editing and Deleting Placeholders - 4m33s Issue Documents and Drawings - 15m54s Register and Reports - 5m read |
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| PIM Document Lifecycle Manager (v2017 onwards) - Self-Paced Learning | Duration: 1h Learn how to use the Document Lifecycle Manager (DLM) features and functionality within Deltek PIM. Topics covered: Introduction and Terminology - 6m42s Add Internal Documents and Drawings - 12m51s Receive External Documents and Drawings - 12m12s Editing and Deleting Placeholders - 4m33s Issue Documents and Drawings - 15m54s Register and Reports - 5m read |
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| PIM DLM Administration (v2017) - Self-Paced Learning | Duration: 30m Learn how to configure DLM within Deltek PIM. Topics covered: DLM Terminology - 1m read Set Management - 6m19s Configuring Numbering Schemes Part 1 - 5m17s Configuring Numbering Schemes Part 2 - 3m39s Creating Registers - 2m22s Edit Document Numbers - 2m07s Revert a Placeholder - 1m56s DLM Configuration Settings - 1m read DLM Management Settings - 1m read DCS Configuration and Management Settings - 1m read |
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| PIM DLM Administration (v2017) - Self-Paced Learning | Duration: 30m Learn how to configure DLM within Deltek PIM. Topics covered: DLM Terminology - 1m read Set Management - 6m19s Configuring Numbering Schemes Part 1 - 5m17s Configuring Numbering Schemes Part 2 - 3m39s Creating Registers - 2m22s Edit Document Numbers - 2m07s Revert a Placeholder - 1m56s DLM Configuration Settings - 1m read DLM Management Settings - 1m read DCS Configuration and Management Settings - 1m read |
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| PIM Document Lifecycle Manager Series: DLM Approval Management (v2017) - Self-Paced Learning | Duration: 30m Learn how to utilize the approval features within the Document Lifecycle Manager module of Deltek PIM. Topics covered: Approval Management Overview - 6m23s Create Project Approval Routes - 6m39s Send Documents for Review or Approval - 3m15s Comment on Documents without Online Mark Up - 4m20s Comment on Documents with Online Mark Up - 3m17s Set Approval Status and Request Resubmittal - 3m15s Review and Respond to Resubmittal Request - 3m50s |
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| PIM Document Lifecycle Manager Series: DLM Approval Management (v2017) - Self-Paced Learning | Duration: 30m Learn how to utilize the approval features within the Document Lifecycle Manager module of Deltek PIM. Topics covered: Approval Management Overview - 6m23s Create Project Approval Routes - 6m39s Send Documents for Review or Approval - 3m15s Comment on Documents without Online Mark Up - 4m20s Comment on Documents with Online Mark Up - 3m17s Set Approval Status and Request Resubmittal - 3m15s Review and Respond to Resubmittal Request - 3m50s |
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| PIM Project Accounting: Purchasing v20.0 - Self Paced Learning | Duration: 40m Learn about the Purchase Order Processing (POP) module available within Deltek PIM Project Accounting. Topics covered: Purchase Order Entry - 4m38s Purchase Order Approval - 2m26s Purchase Invoice Entry - 6m28s Purchase Credit Note Entry - 3m24s Purchase Invoice Line Approval - 3m44s Purchase Order Advanced - 3m46s Purchase Invoice Approval - 4m22s Purchase Order Send for Approval - 1m Review Questions - 2m |
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| PIM Project Accounting Series: Project Set up (v2016 Onwards) - Self-Paced Learning | Duration: 40m Learn how to configure a Project for use with Project Accounting in Deltek PIM. Topics covered: Project Set up of Key Fields - 9m29s Project Set up of all Fields - 8m16s Project Set up of all Workstage Fields - 7m50s Entry of Variations - 4m39s Using Variations - 9m20s |
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| PIM Project Accounting Series: Project Set up (v2016 Onwards) - Self-Paced Learning | Duration: 40m Learn how to configure a Project for use with Project Accounting in Deltek PIM. Topics covered: Project Set up of Key Fields - 9m29s Project Set up of all Fields - 8m16s Project Set up of all Workstage Fields - 7m50s Entry of Variations - 4m39s Using Variations - 9m20s |
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| PIM Project Accounting Series: Forecasting (v2016 Onwards) - Self-Paced Learning | Duration: 15m Learn about Forecasting using Project Accounting in Deltek PIM. Topics covered: Non-Labour Cost Forecasting - 4m59s Fee Forecasting - 6m16s Fee Forecasting v19.0 - 4m26s |
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| PIM Project Accounting Series: Forecasting (v2016 Onwards) - Self-Paced Learning | Duration: 15m Learn about Forecasting using Project Accounting in Deltek PIM. Topics covered: Non-Labour Cost Forecasting - 4m59s Fee Forecasting - 6m16s Fee Forecasting v19.0 - 4m26s |
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| PIM Project Accounting Series: Invoicing (v2016 Onwards) - Self-Paced Learning | Duration: 40m Learn about the Invoice process, from draft to posted, as well as how to create a Credit Note and Sales Orders. Topics covered: Draft Invoice Creation - 10m33s Draft Fixed Fee Invoice From Forecast - 3m48s Draft Time & Materials Invoice - 7m08s Invoice Approval - 5m55s Creating Credit Notes - 5m17s Sales Order Processing - 7m01s |
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| PIM Project Accounting Series: Invoicing (v2016 Onwards) - Self-Paced Learning | Duration: 40m Learn about the Invoice process, from draft to posted, as well as how to create a Credit Note and Sales Orders. Topics covered: Draft Invoice Creation - 10m33s Draft Fixed Fee Invoice From Forecast - 3m48s Draft Time & Materials Invoice - 7m08s Invoice Approval - 5m55s Creating Credit Notes - 5m17s Sales Order Processing - 7m01s |
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| PIM Project Accounting Series: Resource Planning (v2016 Onwards) - Self-Paced Learning | Duration: 25m Learn about the resource planner and the features available, as well as the bands available and their impact on the resourcing plan. Topics covered: Fundamentals - 3m07s Project Level Planning - 7m49s Using the Cost Effect Band - 2m14s Exploding Contacts - 2m49s Drilling into Contacts - 3m27s Using the Overall Resource Plan - 6m44s |
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| PIM Project Accounting Series: Resource Planning (v2016 Onwards) - Self-Paced Learning | Duration: 25m Learn about the resource planner and the features available, as well as the bands available and their impact on the resourcing plan. Topics covered: Fundamentals - 3m07s Project Level Planning - 7m49s Using the Cost Effect Band - 2m14s Exploding Contacts - 2m49s Drilling into Contacts - 3m27s Using the Overall Resource Plan - 6m44s |
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| PIM Project Accounting Series: Purchasing (v2016 Onwards) - Self-Paced Learning | Duration: 50m Learn about the Purchase Order Processing (POP) module available within Deltek PIM Project Accounting. Topics covered: Purchase Order Entry - 8m29s Purchase Order Approval - 3m59s Purchase Invoice Entry - 6m53s Purchase Credit Note Entry - 4m46s Purchase Invoice Line Approval - 5m11s Purchase Order Advanced - 7m30s Purchase Invoice Advanced Topics - 10m Entering Purchase Adjustments - 2m53s |
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| PIM Project Accounting Series: Purchasing (v2016 Onwards) - Self-Paced Learning | Duration: 50m Learn about the Purchase Order Processing (POP) module available within Deltek PIM Project Accounting. Topics covered: Purchase Order Entry - 8m29s Purchase Order Approval - 3m59s Purchase Invoice Entry - 6m53s Purchase Credit Note Entry - 4m46s Purchase Invoice Line Approval - 5m11s Purchase Order Advanced - 7m30s Purchase Invoice Advanced Topics - 10m Entering Purchase Adjustments - 2m53s |
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| PIM Project Accounting Series: Admin and Adjustments (v2016 Onwards) - Self-Paced Learning | Duration: 40m Learn about the administration of Project Accounting such as the landing pages, adjusting transactions, expense approvals and managing rates. Topics covered: Expense Approval - 2m43s Adjust Cost Transactions - 8m14s Enter Sales Payment - 5m38s Sales Tax on Payment - 8m51s Manage Rates - 6m39s Cost to Complete - 3m56s PA Landing Page - 3m55s |
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| PIM Project Accounting Series: Admin and Adjustments (v2016 Onwards) - Self-Paced Learning | Duration: 40m Learn about the administration of Project Accounting such as the landing pages, adjusting transactions, expense approvals and managing rates. Topics covered: Expense Approval - 2m43s Adjust Cost Transactions - 8m14s Enter Sales Payment - 5m38s Sales Tax on Payment - 8m51s Manage Rates - 6m39s Cost to Complete - 3m56s PA Landing Page - 3m55s |
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| PIM Project Accounting Series: Ledger Connector (v2016 Onwards) - Self-Paced Learning | Duration: 20m Learn how to export sales to your Ledger System using Deltek PIM. Topics covered: Sales Document Export to Ledger System - 4m44s Expense Export to Ledger System - 5m11s Purchase Invoice Export to Ledger System - 4m34s |
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| PIM Project Accounting Series: Ledger Connector (v2016 Onwards) - Self-Paced Learning | Duration: 20m Learn how to export sales to your Ledger System using Deltek PIM. Topics covered: Sales Document Export to Ledger System - 4m44s Expense Export to Ledger System - 5m11s Purchase Invoice Export to Ledger System - 4m34s |
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| PIM Security Series: Users and Access (v19.1 Onwards) - Self-Paced Learning | Duration: 30m Learn how to configure users and access for Deltek PIM. Topics covered: Security Manager Role and Interface - 10m read Creating a New PIM User - 1m read Creating a Test User - 1m read Setting Up a New User - 2m39s Managing Users - 4m08s Maintaining Security - 9m11s Try it - 2m Knowledge Check - 2m |
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| PIM Security Series: Users and Access (v19.1 Onwards) - Self-Paced Learning | Duration: 30m Learn how to configure users and access for Deltek PIM. Topics covered: Security Manager Role and Interface - 10m read Creating a New PIM User - 1m read Creating a Test User - 1m read Setting Up a New User - 2m39s Managing Users - 4m08s Maintaining Security - 9m11s Try it - 2m Knowledge Check - 2m |
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| PIM Security Course (v2017) - Self-Paced Learning | Duration: 1h 30m Learn how to administer security for Deltek PIM. Topics covered: Security Course Overview - 1m read Security Course Access Guide - 1m read Security Course Exercises - Users and Access - 20m Security Course Exercises - Document Security - 20m Security Course - Users and Access - 25m Security Course - Document Security - 25m |
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| PIM Security Course (v2017) - Self-Paced Learning | Duration: 1h 30m Learn how to administer security for Deltek PIM. Topics covered: Security Course Overview - 1m read Security Course Access Guide - 1m read Security Course Exercises - Users and Access - 20m Security Course Exercises - Document Security - 20m Security Course - Users and Access - 25m Security Course - Document Security - 25m |
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| PIM Core Certification Exam | Duration: 1h 30m The Deltek Professional PIM Core Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Core Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Core Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Outlook Add-In Series PIM Document Management Series |
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| PIM Powered by Union Square 2015 Portal | This portal provides access to the v2015 training materials for Deltek PIM including access to a selection of written Quick Reference Guide materials. Topics covered: Fundamentals Document Management and Outlook Add-In Timesheets, Expenses and Absence Business Intelligence Sub Contract tendering and Contract Management Mobile Working Project Accounting Document Lifecycle Manager |
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| PIM Powered by Union Square 2015 Portal | This portal provides access to the v2015 training materials for Deltek PIM including access to a selection of written Quick Reference Guide materials. Topics covered: Fundamentals Document Management and Outlook Add-In Timesheets, Expenses and Absence Business Intelligence Sub Contract tendering and Contract Management Mobile Working Project Accounting Document Lifecycle Manager |
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| PIM Powered by Union Square 2015 Portal | This portal provides access to the v2015 training materials for Deltek PIM including access to a selection of written Quick Reference Guide materials. Topics covered: Fundamentals Document Management and Outlook Add-In Timesheets, Expenses and Absence Business Intelligence Sub Contract tendering and Contract Management Mobile Working Project Accounting Document Lifecycle Manager |
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| PIM Powered by Union Square 2016 Portal | This portal provides access to the v2016 training materials for Deltek PIM. Topics covered: Fundamentals Document Management and Outlook Add-In Timesheets, Expenses and Absence Business Intelligence Sub Contract tendering and Contract Management Mobile Working Project Accounting Document Lifecycle Manager |
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| PIM Powered by Union Square 2016 Portal | This portal provides access to the v2016 training materials for Deltek PIM. Topics covered: Fundamentals Document Management and Outlook Add-In Timesheets, Expenses and Absence Business Intelligence Sub Contract tendering and Contract Management Mobile Working Project Accounting Document Lifecycle Manager |
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| PIM Powered by Union Square 2016 Portal | This portal provides access to the v2016 training materials for Deltek PIM. Topics covered: Fundamentals Document Management and Outlook Add-In Timesheets, Expenses and Absence Business Intelligence Sub Contract tendering and Contract Management Mobile Working Project Accounting Document Lifecycle Manager |
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| Deltek PIM Finance and Accounting Certification | Duration: 1h 30m The Deltek Professional PIM Finance & Accounting Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Finance & Accounting Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Finance & Accounting Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Timesheet and Expenses Series PIM Absence Series PIM Project Accounting Series |
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| PIM Defect Management SSRS Reporting - Infographic | Duration: 2m read Learn about the Defect Management Project Band within Deltek PIM. Topics covered: Defect Management Reporting Process Searching & Filtering Selecting Results Generating Reports |
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| PIM Populating & Completing Milestones - Infographic | Duration: 5m read Learn about the Milestones feature within Deltek PIM. Topics covered: Accessing Milestones Populating Milestones Completing Milestones |
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| PIM Milestones Administration - Infographic | Duration: 5m read Learn how to configure Milestones within Deltek PIM. Topics covered: Adding a new Milestone Link Milestones to Classifications Milestone Security |
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| PIM Mobile Working: Mobile App Minimum Device Requirements (v2023) - Infographic | View the current minimum app requirements for Deltek PIM's Mobile Working app. Topics covered: |
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| PIM Mobile Working: Mobile App Minimum Device Requirements (v2023) - Infographic | View the current minimum app requirements for Deltek PIM's Mobile Working app. Topics covered: |
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| PIM Project Administration Tools for Defect Management and Observations - Infographic | Duration: 2m read Learn about the Defect Management and Observations feature within Deltek PIM. Topics covered: Setup Bulk Edit Edit Specific Records Edit Defect Records in PIM Observations Bulk Edit Observations |
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| PIM Admin Series: Skills and Training Administration - Quick Reference Guide | Duration: 25m read Learn to configure and manage the Skills and Training module within PIM. Topics covered: Skills and Training Menu and Qualification Types - 3m read Add, Edit, Delete skills - 5m read Configuring skill sets - 7m read Skill searches and Skills Matrix - 4m read Expiring qualifications and courses requiring updates - 3m read Skill Journal Band - 3m read |
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| PIM Admin Series: Skills and Training Administration - Quick Reference Guide | Duration: 25m read Learn to configure and manage the Skills and Training module within PIM. Topics covered: Skills and Training Menu and Qualification Types - 3m read Add, Edit, Delete skills - 5m read Configuring skill sets - 7m read Skill searches and Skills Matrix - 4m read Expiring qualifications and courses requiring updates - 3m read Skill Journal Band - 3m read |
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| PIM Security Series: Security Manager Role and Interface (v19.1) - Clickguide | Duration: 10m Read Learn how to configure the Administration features as well as set up users within Deltek PIM. Topics covered: Admin Zone Layout Users and Licences User Roles Menu Options Configuring Zones, Dashparts and Bands |
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| PIM Security Series: Security Manager Role and Interface (v19.1) - Clickguide | Duration: 10m Read Learn how to configure the Administration features as well as set up users within Deltek PIM. Topics covered: Admin Zone Layout Users and Licences User Roles Menu Options Configuring Zones, Dashparts and Bands |
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| PIM Security Series: Security Manager Role and Interface (v19.1) - Clickguide | Duration: 10m Read Learn how to configure the Administration features as well as set up users within Deltek PIM. Topics covered: Admin Zone Layout Users and Licences User Roles Menu Options Configuring Zones, Dashparts and Bands |
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| PIM Skills and Training Series: How to Enter your Skills (v2016 & 2017) - Infographic | Duration: 1m read Learn about the Skills and Training module within Deltek PIM. Topics covered: Accessing Skills Records Entering new skills Entering new qualifications |
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